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CFM Wealth Partners’s Dow Inc DOW Stock Holding History

CFM Wealth Partners’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,715
Closed -$229K – 141
2024
Q4 		$229K Sell
5,715
-275
-5% -$12.8K 0.04% 128
2024
Q3 		$327K Sell
5,990
-232
-4% -$12.2K 0.06% 117
2024
Q2 		$330K Buy
6,222
+650
+12% +$37.1K 0.06% 123
2024
Q1 		$323K Sell
5,572
-1,845
-25% -$102K 0.06% 125
2023
Q4 		$407K Sell
7,417
-542
-7% -$27.7K 0.09% 124
2023
Q3 		$410K Buy
7,959
+574
+8% +$30.8K 0.11% 112
2023
Q2 		$393K Sell
7,385
-81
-1% -$4.3K 0.1% 128
2023
Q1 		$409K Buy
7,466
+759
+11% +$42.7K 0.11% 120
2022
Q4 		$338K Sell
6,707
-260
-4% -$12.7K 0.1% 127
2022
Q3 		$306K Buy
6,967
+149
+2% +$7.55K 0.1% 125
2022
Q2 		$352K Sell
6,818
-138
-2% -$8.84K 0.11% 127
2022
Q1 		$443K Hold
6,956
– – 0.11% 121
2021
Q4 		$396K Hold
6,956
– – 0.09% 127
2021
Q3 		$400K Hold
6,956
– – 0.1% 123
2021
Q2 		$440K Sell
6,956
-110
-2% -$7.26K 0.12% 108
2021
Q1 		$452K Buy
7,066
+172
+2% +$10.3K 0.14% 104
2020
Q4 		$383K Sell
6,894
-75
-1% -$3.87K 0.12% 103
2020
Q3 		$327K Buy
6,969
+3,610
+107% +$162K 0.12% 104
2020
Q2 		$136K Buy
3,359
+1,215
+57% +$44.5K 0.05% 173
2020
Q1 		$63K Buy
2,144
+396
+23% +$16.8K 0.03% 242
2019
Q4 		$92K Buy
+1,748
New +$90.3K 0.03% 220

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CFM Wealth Partners's DOW Position: Q1 2025 in Review

CFM Wealth Partners sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,715 shares — an estimated $229K sold.

CFM Wealth Partners first reported a position in DOW in Q4 2019 and held it in 21 quarters. The position peaked at $452K in Q1 2021. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • CFM Wealth Partners reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • CFM Wealth Partners sold 5,715 Dow Inc shares in Q1 2025, an estimated $229K.
  • CFM Wealth Partners first reported a position in Dow Inc in Q4 2019 and held it in 21 quarters.
  • CFM Wealth Partners's Dow Inc position peaked at $452K in Q1 2021.
  • 1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on CFM Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.